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December 10, 2024

Balancing Work and Holidays: Insights from Executive Coaches James Jackman and Lori Heffelfinger

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Balancing Work and Holidays Insights from Executive Coaches James Jackman and Lori Heffelfinger

Executive coaches and business owners, James Jackman and Lori Heffelfinger, have developed personal strategies that allow them to slow down to enjoy the holidays while maintaining productivity over the course of the month.

Long hours have long been a status symbol in the fast-paced American workplace. Yet, each year as the holiday season approaches, even the most dedicated professionals may feel drawn to some time to rest and recharge and celebrate with their loved ones.

According to a study by Greenberg, Quinlan, Rosner, many Americans report that their stress increases during the holiday season, rather than decreases. For business leaders and corporate executives, the holiday season can be challenging as they navigate the push and pull between professional commitments and holiday fun.

The Holiday Struggle Between Professional Obligations and Personal Time

Between strategic planning for the next year, hitting annual targets, and managing end-of-year deadlines, the fourth quarter can feel like a race to the finish line for business leaders. Add in a sprinkling of holiday events, family gatherings, and personal time to set goals and recharge, the calendar can quickly become daunting.

"Leaders must remember that rest is not a reward; it’s a necessity," James Jackman explains. "When you’re stretched too thin, both your professional performance and personal fulfillment suffer. If you want to show up as your best self in both areas, it’s important to strike a balance."

That principle is especially true during the holidays. If we don’t put some boundaries in place, time to think and connect can quickly be overtaken by workplace stress.

James and Lori’s Approach to Work-Life Balance

James Jackman, Principal and COO at The Heffelfinger Company, makes balance a non-negotiable. "I prioritize tasks that truly move the needle," he shares. "If something isn’t mission-critical, it can wait. This mindset allows me to carve out guilt-free time with family, which recharges my energy for work."

Lori Heffelfinger, Principal and CEO, echoes this sentiment, adding that flexibility is key. "Rather than viewing the holidays as time away from work, I integrate the two when needed. For example, I’ll schedule early-morning strategy sessions so my evenings are free for holiday traditions. It’s about working smarter, not harder."

Here are some strategies James and Lori use to stay productive without sacrificing holiday cheer:

1. Plan Ahead

James advises executives to plan December workloads by early November. "Anticipate what needs to get done before the holidays, and delegate where possible. Procrastination is a recipe for holiday stress."

2. Communicate Expectations

"Transparent communication is essential," Lori emphasizes. "Let your team know your holiday availability, and encourage them to do the same. When everyone knows the boundaries, collaboration becomes smoother."

3. Embrace Technology Thoughtfully

While tools like video conferencing and collaborative platforms keep businesses running, Lori warns against becoming overly reliant. "Just because you can take a call doesn’t mean you should. Use tech strategically to maintain productivity but respect personal time."

4. Practice Intentional Presence

"When you’re at work, give 100%. When you’re with family, unplug and give them the same focus," James advises. "This not only enhances relationships but also prevents burnout."

5. Set an Example

As leaders, James and Lori believe modeling balance is critical for leaders. "When you take time for yourself, you give your team permission to do the same," says Lori.

The Power of Perspective

Beyond strategies, James and Lori stress the importance of mindset. "The holidays remind us of what truly matters," says Lori. "Work will always be there, but time with our loved ones is not guaranteed."

James agrees, adding, "Success is not just about achieving goals; it’s about the quality of life you create along the way. Taking time to enjoy the holidays actually fuels long-term success by helping you recharge."

Wishing You a Meaningful Holiday Season

As the year draws to a close, James and Lori invite business leaders to think about what work-life balance means to them. “This holiday season, we challenge you to be intentional with your time," James says. "Whether it’s taking time to enjoy a nice family meal, going for a walk under the stars with your partner, or spending time with friends, these moments enrich our lives and help us thrive as leaders.

Lori explains, "I love the holidays because it’s the perfect time to connect and reset by prioritizing both your personal well-being and professional goals."

From The Heffelfinger Company team, we send best wishes for a joyful, peaceful, and fulfilling holiday season!

Source:
Greenberg, Quinlan, Rosner Research. 12/12/2006. Holiday Stress. https://www.apa.org/news/press/releases/2006/12/holiday-stress.pdf accessed 11/29/2024.

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